Exelon Corp
EXC- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001109357
No open-market purchases or sales by Exelon Corp insiders were filed in the last 90 days; 1,291 institutions reported holding it in 13F filings for Q2 2026, worth $44.2B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Exelon Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,009
- +3 vs. Q4 2023
- Shares held
- 823.8M
- +24.6M (+3.1%) vs. Q4 2023
- Total value
- $30.9B
- +$2.25B (+7.8%) vs. Q4 2023
- New holders
- 113
- 339 more added
- Sold out
- 110
- 382 more reduced
14 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,291 | $44.2B |
| Q1 2026 | 1,285 | $45.1B |
| Q4 2025 | 1,249 | $40.2B |
| Q3 2025 | 1,201 | $38.1B |
| Q2 2025 | 1,177 | $36.8B |
| Q1 2025 | 1,196 | $38.3B |
| Q4 2024 | 1,102 | $30.8B |
| Q3 2024 | 1,055 | $33.2B |
| Q2 2024 | 992 | $28.7B |
| Q1 2024 | 1,009 | $30.9B |
| Q4 2023 | 1,020 | $29.1B |
| Q3 2023 | 1,001 | $30.9B |
| Q2 2023 | 1,005 | $33.0B |
| Q1 2023 | 1,003 | $34.2B |
| Q4 2022 | 1,007 | $35.2B |
| Q3 2022 | 990 | $30.3B |
| Q2 2022 | 1,021 | $36.8B |
| Q1 2022 | 1,026 | $38.4B |
| Q4 2021 | 1,071 | $45.4B |
| Q3 2021 | 937 | $38.1B |
| Q2 2021 | 923 | $34.9B |
| Q1 2021 | 925 | $34.1B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Exelon Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 350 | $13.2K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 350 | $13.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 316 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 303 | $11.4K | 0.00% | +203+203.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 297 | $11.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 301 | $11.0K | 0.01% | −130−30.2% | Reduced |
| Iron Horse Wealth Management, LLC | 282 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 275 | $10.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 271 | $10.2K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 254 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 261 | $9.81K | 0.00% | +124+90.5% | Added |
| Bell Investment Advisors, Inc | 252 | $9.47K | 0.00% | +8+3.3% | Added |
| Laurel Wealth Advisors LLC | 250 | $9.39K | 0.00% | 00.0% | Unchanged |
| American National Bank | 250 | $9.39K | 0.00% | +250 | New |
| Wetzel Investment Advisors, Inc. | 253 | $9.28K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 246 | $9.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 241 | $9.05K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 232 | $8.72K | 0.00% | +232 | New |
| Raleigh Capital Management Inc. | 230 | $8.64K | 0.00% | −221−49.0% | Reduced |
| Northwest Bank & Trust Co | 230 | $8.64K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 226 | $8.49K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 225 | $8.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 223 | $8.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 214 | $8.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 219 | $8.00K | 0.00% | −55−20.1% | Reduced |
| Roble, Belko & Company, Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 207 | $7.78K | 0.00% | +10+5.1% | Added |
| Heritage Wealth Advisors | 200 | $7.51K | 0.00% | −400−66.7% | Reduced |
| Bangor Savings Bank | 200 | $7.51K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 200 | $7.51K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $7.51K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 190 | $7.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 188 | $7.06K | 0.00% | −1−0.5% | Reduced |
| Mascoma Wealth Management LLC | 188 | $7.06K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 199 | $7.00K | 0.00% | +199 | New |
| Annapolis Financial Services, LLC | 186 | $6.99K | 0.00% | −93−33.3% | Reduced |
| Proffitt & Goodson Inc | 185 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 184 | $6.91K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 176 | $6.61K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 174 | $6.54K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 168 | $6.31K | 0.00% | −168−50.0% | Reduced |
| Creekmur Asset Management LLC | 168 | $6.30K | 0.00% | −989−85.5% | Reduced |
| Retirement Group, LLC | 165 | $6.20K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $5.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 150 | $5.64K | 0.00% | +150 | New |
| Carolina Wealth Advisors, LLC | 150 | $5.63K | 0.00% | +150 | New |
| Abound Wealth Management | 148 | $5.57K | 0.00% | −12−7.5% | Reduced |
| Pacifica Partners Inc. | 143 | $5.26K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 134 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 127 | $4.77K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 126 | $4.75K | 0.00% | +126 | New |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $4.64K | 0.00% | −29−19.1% | Reduced |
| Dunhill Financial, LLC | 112 | $4.21K | 0.00% | +13+13.1% | Added |
| Pinnacle Bancorp, Inc. | 111 | $4.17K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $4.13K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 98 | $4.11K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 108 | $4.06K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 107 | $4.00K | 0.00% | −55−34.0% | Reduced |
| Financial Connections Group, Inc. | 93 | $4.00K | 0.00% | +93 | New |
| SYSTM Wealth Solutions LLC | 104 | $3.91K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $3.91K | 0.00% | +34+48.6% | Added |
| Arrow Financial Corp | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 87 | $3.33K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $3.24K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 85 | $3.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 81 | $3.04K | 0.00% | +1+1.3% | Added |
| Rakuten Securities, Inc. | 80 | $3.01K | 0.00% | +30+60.0% | Added |
| Penserra Capital Management LLC | 81 | $3.00K | 0.00% | −4,526−98.2% | Reduced |
| Coston, McIsaac & Partners | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $3.00K | 0.00% | +19+48.7% | Added |
| Transcendent Capital Group LLC | 73 | $2.74K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 72 | $2.71K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 72 | $2.68K | 0.00% | +1+1.4% | Added |
| Anchor Investment Management, LLC | 56 | $2.10K | 0.00% | +31+124.0% | Added |
| Guardian Wealth Management, Inc. | 53 | $2.01K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 53 | $1.99K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 43 | $1.62K | 0.00% | −297−87.4% | Reduced |
| SJS Investment Consulting Inc. | 41 | $1.54K | 0.00% | −1−2.4% | Reduced |
| Colonial Trust Advisors | 40 | $1.50K | 0.00% | −24−37.5% | Reduced |
| Aspect Partners, LLC | 40 | $1.50K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $1.47K | 0.00% | −1−2.5% | Reduced |
| Private Ocean, LLC | 38 | $1.43K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 34 | $1.28K | 0.00% | −12−26.1% | Reduced |
| Delos Wealth Advisors, LLC | 33 | $1.24K | 0.00% | +18+120.0% | Added |
| Wolff Wiese Magana LLC | 30 | $1.13K | 0.00% | +30 | New |
| TFC Financial Management | 29 | $1.10K | 0.00% | +6+26.1% | Added |
| Frank, Rimerman Advisors LLC | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 29 | $1.00K | 0.00% | −54−65.1% | Reduced |
| West Oak Capital, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 24 | $902 | 0.00% | +24 | New |
| Cedar Wealth Management, LLC | 22 | $827 | 0.00% | −11−33.3% | Reduced |
| Global Assets Advisory, LLC | 27,923 | $750 | 0.03% | +27,923 | New |
| Beaird Harris Wealth Management, LLC | 19 | $714 | 0.00% | −145−88.4% | Reduced |
| True Wealth Design, LLC | 19 | $714 | 0.00% | +8+72.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 18 | $677 | 0.00% | 00.0% | Unchanged |